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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Nomura Opportunity Instl
Price$38.74
Change+$0.25 (+0.65%)
VolumeN/A
Net Assets524.32M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. FIVUX (524M). FIVUX pays higher dividends than JVMIX: FIVUX (0.95) vs JVMIX (0.74). FIVUX was incepted earlier than JVMIX: FIVUX (13 years) vs JVMIX (29 years). FIVUX (0.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). FIVUX annual gain was more profitable for investors over the last year : -4.86 vs. JVMIX (-5.91). FIVUX return over 5 years is better than : 36.94 vs. JVMIX (33.54).
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.94 | 0.86 | 109% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 12.767 | 12.022 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.5B | 2% |
| Annual Yield % from dividends | 0.95 | 0.74 | 130% |
| Returns for 1 year | -4.86 | -5.91 | 82% |
| Returns for 3 years | 12.57 | 14.46 | 87% |
| Returns for 5 years | 36.94 | 33.54 | 110% |
| Returns for 10 years | 1.61 | 50.20 | 3% |
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